Trainings

* Compliance training must be completed prior to C-SMART training.

Candidate Consultation

Upon completion of a campaign’s Compliance & C-SMART training requirement and submission of at least one disclosure statement, campaigns have the opportunity to have a formal consultation with their Candidate Services Liaison in person. This is a chance to get organized and understand CFB requirements outside of trainings and regular phone/email correspondence. Liaisons will go over best practices, as well as address compliance practices specific to the campaign.

Compliance

Compliance trainings cover campaign finance laws and CFB rules. The candidate, treasurer, campaign manager or other individual with significant managerial control over a campaign is legally required to this training.
Note: Compliance training must be completed prior to C-SMART training.

C-SMART

C-SMART trainings provide an overview of the CFB’s web-based application, which campaigns must use to manage and disclose financial activity. The candidate, treasurer, campaign manager or other individual with significant managerial control over a campaign is legally required to attend this training.

Draft Audit Report

Draft Audit Report trainings helps campaigns understand the post-election audit process and the Draft Audit Report. During the training session, we review common types of CFB audit findings, make some basic recommendations, and offer tips to help you organize your campaign’s response.

New to the CFB Seminar

The New to the CFB seminar is optional and geared toward first-time candidates and campaign staff. This seminar will provide an overview of some of the expectations and demands of running for city office.
Recommendation: Attend this seminar prior to the mandatory Compliance and C-SMART trainings.

NYC Votes Contribute

This session covers NYC Votes Contribute, a tool campaigns can use to collect credit card contributions online. We will give an overview of NYC Votes Contribute, how to sign up, and general compliance and C-SMART instructions. Attendees must be part of a CFB-registered campaign.

Download Orientation Packet

Webinars

Candidate Services now offers a series of webinars to committees registered with the CFB. Before tuning in, attendees must download the GoToWebinar software or mobile app.